We offer a free trial of our software. We are working to staunch people with free email addresses from signing up for a free trial because our product is really meant for businesses. I'm trying to run a report that will show me: Contacts who read more
I'm trying to report on our sales team's "activities" and for some reason, I do not have the option to select all of the different types of activities. This is really limiting our ability to use the "activities" as a sales team because our sale read more
I figured this out. I thought because the standard HubSpot report did not have that as an option, that it was not an option but I found a way to repo...read more
Hey @ABoyum
as Ben mentioned, this depends on how you set this up.
If its a CTA you can measure clicks there
If its a document inside HubSpo...read more
@Arnunes that's the single object report builder I referred to in my reply. Once you click on "the Data step" at the bottom, you can add more prope...read more
I have a dealership client who has to report on how many deals have been in each deal stage during a week and a month. The issue we are running into is that all of the HubSpot reporting REMOVES a deal from a stage once it has left that stage and read more
Hi @Kaluginbill ,
The only way to get this report is through the sales analytics (previous name) / sales report collections (new name). https...read more
Hi, Use case: - We have several teams. We have created revenue goals for these teams, using the option of adding individual revenue goals within that team goal. In most cases, the individual revenue goals add up to the team goal. However, some read more
Thanks, I have upvoted the idea you mentioned. We are indeed working with custom reports. I have found a way to have some sort of forecasts in there...read more
Hi, Can anyone let me know how to create the contact/lead feedback report? Say we work with an agency who helps generating leads through marketing channels for us and those leads are assigned to sales reps. Sales reps outreaches to assigned read more
you're welcome @ajinkyamurtey , happy to provide further insight.
For lead analysis, I'm struggling to understand how the last note is relevan...read more
I am trying to build a report, that shows how we perform vs budget for billede revenue in an accounting year. I have entered monthly revenue targets in goal objective. We are creating deals - based on line items wit a start billing date. I wou read more
Hey @PeterFrolund
hope you are doing good!
So recurring revenue features in HubSpot are available in Enterprise licences if you are willing t...read more
Hey there! Is there a smart way to get a report on if an email has been sent after the first meeting has happened? I've created a report, but only managed to build it based on 1st meeting date and last activity - however I cannot see if that email read more
Hi @LH3 , I hope that you are well! Sorry for the delay in the response. Thank you for asking the Community! What are you trying to achieve with...read more
Hello HubSpot community, I hope you're all doing well. I'm currently working on creating a report that displays both qualified and unqualified leads, utilizing the lifecycle stages to differentiate. However, when I add the lifecycle stage to the read more
Hi @KubaNowakowski ,
If you add the criterion "AND Lead status is known" to each filter group and enable re-enrollment for it, that will do ...read more
Hello HubSpot community, I hope everyone is doing well. I'm currently facing an issue with creating reports on deals closed where adding products to the display seems to inflate the number of deals. It appears that HubSpot counts by products rat read more
Hi @KubaNowakowski , Using Line Items might be a better option as there is a 'Count of line items' property included in line item reports. ...read more
Hello, I'd like to use Hubspot to track and analyze my sales precisely. Do you know if there are any functionalities (report creation, for example) that allow me to see directly the evolution of my sales between two periods and to see what read more
@Tim_dgn Thank you for the additional details about how you're using Excel for this report.
To add your estimated sales / budget, you would n...read more